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What is iEstate?

Aspire Systems, an esteemed partner of Oracle, has introduced iEstate, a cloud-based SaaS solution tailored for Real Estate Property Management that harnesses the power of the Oracle Cloud platform. This groundbreaking application aims to support Property Developers, Real Estate agencies, and Lease Management Companies in streamlining their operations, covering critical areas such as Property Sales Management, Leasing Management, Sub-contractor Management, and Facility Management. iEstate is built to deliver an outstanding omnichannel customer journey, featuring vital components like Sales, Social Engagement, Billing, and Payment Automation. Its sophisticated geocoding abilities and dynamic GMAP functionalities provide a thorough 360° Property View feature that distinguishes it from other solutions in the market. Moreover, iEstate allows organizations to effectively nurture leads generated from various social and marketing avenues, converting them into concrete sales and successful transactions. In addition to improving operational productivity, the solution also strengthens relationships with prospective buyers, ultimately propelling business expansion and success in the competitive real estate sector. By continually evolving its features, iEstate demonstrates a commitment to meeting the ever-changing needs of the industry.

What is EstateWorks?

EstateWorks delivers a robust solution for case management and workflow operations specifically designed for law firms specializing in Trust & Estate, as well as for banks, trust companies, and various fiduciary entities. This software improves the estate settlement, administration, and planning functions by integrating essential information about cases, contacts, roles, workflows, tasks, deadlines, and financial documents into a cohesive platform. Users can easily create reusable checklist templates, assign roles for task delegation, set dependencies between tasks, and tailor tasks to meet the needs of individual cases. Furthermore, the software includes dashboards, calendars, alerts, and reporting features that empower teams to track progress, manage deadlines, and evaluate workloads across the entire organization. EstateWorks also supports the creation of documents and forms, offers access to curated state probate forms, and facilitates integration with valuation and tax-preparation software for seamless data sharing. Designed to complement existing practice-management, billing, and fiduciary-accounting systems, it significantly boosts overall operational efficiency in handling trust and estate issues. By optimizing these workflows, EstateWorks enables users to concentrate on enhancing the value delivered to their clientele while ensuring a smoother operational experience. Ultimately, this leads to a more effective and organized approach to managing complex estate matters.

Media

Media

Integrations Supported

Integrations Supported

CCH ProSystem fx
Lacerte
Thomson Reuters ONESOURCE

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$1,200/user/year
Standard users cost $1,200–$1,600 per user annually, based on user count; Notes users cost $600 annually. One-time setup, configuration and online training cost $3,000 for 1–5 users and $5,000 for 6–10 users, with larger teams priced by tier. Optional fees include curated state probate forms from $700 per state annually, data uploads typically $1,000–$5,000, and additional state settlement checklists for $1,000 each.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Aspire Systems

Date Founded

1996

Company Location

India

Company Website

www.aspiresys.com/real-estate-property-management-erp-software/

Company Facts

Organization Name

EstateWorks Systems

Date Founded

2012

Company Location

United States

Company Website

EstateWorks.com

Categories and Features

Categories and Features

Legal Case Management

Not specified

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